Atrium Auxiliary Middletown FY2020 filing

Tax-deductible

Middletown, OH501(c)(3)HospitalsEIN 31-6066433Revenue $85K in FY2020

On file with the IRS1 Medical Center Dr, 45005-2584 · Middletown, OHTax-exempt since Jan 1984Supporting organization — 509(a)(3)

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Our mission as an Auxiliary is to provide scholarships to high school seniors and current college students who are pursuing a career in a healthcare related field as well as provide funding to Atrium medical center and Atrium foundation for various projects as needed.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $22K a year · 27% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
9 mo
of spending, in cash
Looks good: 9.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $57K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$85K
-36% vs prior year
Spent
$140K
To programs
91%
Net assets
$160K
By yearFY2019–FY2024
Revenue
$85K
FY2020▼ -36%
Tap a bar for its year
Revenue by fiscal year
FY2019$133K
FY2020$85K
FY2021$75K
FY2022$79K
FY2023$62K
FY2024$72K
Expenses
$140K
FY2020▲ +72%
Tap a bar for its year
Expenses by fiscal year
FY2019$82K
FY2020$140K
FY2021$134K
FY2022$59K
FY2023$141K
FY2024$85K
Net assets
$160K
FY2020▼ -24%
Tap a bar for its year
Net assets by fiscal year
FY2019$212K
FY2020$160K
FY2021$106K
FY2022$126K
FY2023$47K
FY2024$35K

From the FY2020 Form 990 · see the original

Form 990 (PDF) Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1984.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $128K Management & general 9% · $12K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

19 people listed on the 990.

Part VII, Section A · reportable compensation
President
$0Pt VII · Sec A
Financial Secretary
$0Pt VII · Sec A
President - Elect
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Recording Secretary
$0Pt VII · Sec A
Corresponding Secretary
$0Pt VII · Sec A
Vice President - Membershi
$0Pt VII · Sec A
Vice President - Programs
$0Pt VII · Sec A
See Atrium Auxiliary Middletown executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Awards scholarships to healthcare students and funds medical center projects.

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Provided by the organization

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2 programs · $128K · in their own filed words · FY2020
01

Provide scholarships to high school seniors and current college students who are pursuing a career in a healthcare related field as well as providing funding to the atrium medical center and atrium medical center FOUNDATION.IN 2020, atrium auxiliary middletown awarded $24,050 in scholarships to 30 students.

$115Kprogram expense
02

Net cost of operating hospital gift shop

$13Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$57K
Grants paid · 14 grants · $433K · 2019–2024
Unitemized GrantFY2024$20,900
Atrium Medical CenterOH · FY2023$87,600
Unitemized GrantFY2023$16,000
Unitemized GrantFY2022$15,500
Atrium Medical CenterOH · FY2021$46,129
Unitemized GrantFY2021$12,000
Unitemized GrantFY2020$24,050
Unitemized GrantFY2019$25,694

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$85K
Ln 12
Other incomeLn 4–11$68K
Gifts and grantsLn 1h$17K
Investment incomeLn 3$7
Money outPt IX
$140K
Ln 25
Programscol B$128K
Managementcol C$12K
Owns and owesPt X
$160K
net assets · Ln 32
Cash and savingsLn 1–2$109K
Total assetsLn 16$160K
LiabilitiesLn 26$0
PeoplePt VI, VII
19
listed · VII A
PaidVII A0
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$17K
Investment incomeLn 3$7
Other incomeLn 4–11$68K
Total revenueLn 12$85K
Assets in detailPt X, end of year
SavingsLn 2$109K
Cash and savings togetherLn 1–2$109K
Land, buildings, equipmentLn 10c$2K
Other assetsLn 15$35K
Total assetsLn 16$160K
LiabilitiesLn 26$0
Net assetsLn 32$160K
OperationsPt I, VI
EmployeesI 53
VolunteersI 6129
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$162K$109K
Land, buildings, equipmentLn 10c$2K$2K
Total assetsLn 16$212K$160K
LiabilitiesLn 26$0$0
Net assetsLn 32$212K$160K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$66K$66K
Grants to domestic individualsLn 2$24K$24K
Other salaries and wagesLn 7$22K$22K
Payroll taxesLn 10$2K$2K
Accounting feesLn 11c$2K$1K$1K
Office expensesLn 13$23K$11K$11K
Depreciation, depletion and amortizationLn 22$748$748
Total functional expensesLn 25$140K$128K$12K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $72K$85K−$13K$35K 990 PDF
FY2023 $62K$141K−$79K$47K 990 PDF
FY2022 $79K$59K$20K$126K 990 PDF
FY2021 $75K$134K−$59K$106K 990 PDF
FY2020 Viewing $85K$140K−$55K$160K 990 PDF
FY2019 $133K$82K$51K$212K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $85,272 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $10,661$16,777
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $31$7
I-11 Other revenuePrior year $121,946$68,488
I-12 Total revenuePrior year $132,638$85,272
I-13 Grants and similar amounts paidPrior year $39,304$90,201
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $25,464$24,223
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $16,749$25,415
I-18 Total expensesPrior year $81,517$139,839
I-19 Revenue less expensesPrior year $51,121−$54,567
Part VI · Governance 16 of 16 board members independent, 5 to look at
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $85,272 across 5 lines filed
Lines not itemized here account for $68,488 of total revenue; see the IRS return.
VIII-1b Membership dues$185
VIII-1f All other contributions, gifts and grants$16,592
VIII-1h Total contributions, gifts and grants$16,777
VIII-3 Investment incomeExcluded from tax $7$7
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $68,495$85,272
Part IX · Statement of functional expenses $139,839 across 7 lines filed
IX-1 Grants to domestic organizationsPrograms $66,151$66,151
IX-2 Grants to domestic individualsPrograms $24,050$24,050
IX-7 Other salaries and wagesPrograms $22,370$22,370
IX-10 Payroll taxesPrograms $1,853$1,853
IX-11c Accounting feesPrograms $1,014 · Management $1,013$2,027
IX-13 Office expensesPrograms $11,320 · Management $11,320$22,640
IX-22 Depreciation, depletion and amortizationPrograms $748$748
IX-25 Total functional expensesPrograms $127,506 · Management $12,333 · Fundraising $0$139,839
Part X · Balance sheet $160,370 assets, 8 lines filed
X-2 Savings and temporary cash investmentsStart of year $162,460$108,641
X-8 Inventories for sale or useStart of year $15,000$15,000
X-10c Land, buildings and equipment, netStart of year $2,486$1,738
X-15 Other assetsStart of year $32,003$34,991
X-16 Total assetsStart of year $211,949$160,370
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $211,949$160,370
X-33 Total liabilities and net assetsStart of year $211,949$160,370
Part XI · Reconciliation of net assets $160,370 net assets at year end
XI-1 Total revenue$85,272
XI-2 Total expenses$139,839
XI-3 Revenue less expenses−$54,567
XI-4 Net assets at start of year$211,949
XI-5 Net unrealized gains (losses) on investments$2,988
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$160,370

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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